Global Information Systems, LLC's EIN is 45-4373758.
Download the official 2024 Form 5500 (PDF) for Global Information Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Global Information Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 14.4% | |
| MFS Growth Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 14.1% | |
| Invesco Diversified Dividend Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 12.3% | |
| Loomis Sayles Investment Grade A Bond Fund Mutual Fund | Other securities | — | — | $807K | 9.7% | |
| Transamerica Stable Value Focus Option Group Annuity Contract | Stable Value | — | — | $589K | 7.1% | |
| Transamerica RetireOnTrack (R) 2035 Fund Mutual Fund | Other securities | — | — | $466K | 5.6% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | Mutual Funds | — | — | $392K | 4.7% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $340K | 4.1% | |
| Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | — | $339K | 4.1% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $274K | 3.3% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $197K | 2.4% | |
| Franklin Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $158K | 1.9% | |
| Transamerica RetireOnTrack (R) 2050 Fund Mutual Fund | Other securities | — | — | $152K | 1.8% | |
| Columbia Strategic Income Fund Mutual Fund | Other securities | — | — | $143K | 1.7% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $137K | 1.7% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $132K | 1.6% | |
| Franklin Small-Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $131K | 1.6% | |
| Goldman Sachs Mid Cap Value Fund Mutual Fund | Other securities | — | — | $109K | 1.3% | |
| Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $80K | 1.0% | |
| Notes receivable from participants Interest rates - 5.00% to 9.50% | Bonds / Notes | — | — | $75K | 0.9% | |
| Invesco Equity and Income Fund Mutual Fund | Mutual Funds | — | — | $68K | 0.8% | |
| Transamerica RetireOnTrack (R) 2060 Fund Mutual Fund | Other securities | — | — | $50K | 0.6% | |
| Transamerica RetireOnTrack (R) 2055 Fund Mutual Fund | Other securities | — | — | $44K | 0.5% | |
| Transamerica RetireOnTrack (R) 2040 Fund Mutual Fund | Other securities | — | — | $42K | 0.5% | |
| Transamerica RetireOnTrack (R) 2065 Fund Mutual Fund | Other securities | — | — | $32K | 0.4% | |
| Transamerica RetireOnTrack (R) 2045 Fund Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FS INC | 02-0275490 | — | BROKER | $0 | — |
| LPL FINANCIAL CORPORATION | 95-2834236 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANEW 401K TPA LLC | 81-1963646 | LOUISVILLE, KY | TPA | $968 | — |
